IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$18.9M
3
+$11.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
RMO
Romeo Power, Inc.
RMO
+$10.6M

Top Sells

1
+$6.42M
2
+$5.14M
3
+$4.98M
4
STLD icon
Steel Dynamics
STLD
+$3.35M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.32M

Sector Composition

1 Technology 10.62%
2 Real Estate 7.33%
3 Consumer Discretionary 6.9%
4 Industrials 5.89%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$326K 0.02%
1,375
+48
452
$326K 0.02%
6,528
-281
453
$325K 0.02%
1,370
-70
454
$325K 0.02%
5,116
+175
455
$325K 0.02%
2,302
+34
456
$322K 0.02%
2,860
-640
457
$321K 0.02%
15,430
458
$320K 0.02%
+6,845
459
$319K 0.02%
1,928
+321
460
$319K 0.02%
11,730
-702
461
$318K 0.02%
2,980
+112
462
$318K 0.02%
7,937
+418
463
$318K 0.02%
3,938
-373
464
$316K 0.02%
3,737
+60
465
$315K 0.02%
+5,189
466
$314K 0.02%
3,900
-636
467
$311K 0.02%
3,023
+65
468
$307K 0.02%
7,330
+18
469
$306K 0.02%
+2,730
470
$304K 0.02%
5,951
471
$301K 0.02%
6,434
-23
472
$300K 0.02%
+3,747
473
$300K 0.02%
2,022
+78
474
$300K 0.02%
1,038
+61
475
$299K 0.02%
1,024
-1,028
17 18
19
20 21